Grant Henri, CFP®, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
J. Madison Mai, CPA, CA, CFP®
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Madison specializes in tax and estate planning for high net worth and ultra-high net worth families.
Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.
Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.
As a Will & Estate Consultant, Megan Brown provides comprehensive estate planning services to clients.
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and was called to the Ontario bar in 1998. For most of the fifteen years following her call to the bar, Megan was in private practice, specializing in the areas of estate planning and administration, incapacity planning, trust planning and administration, family business succession and charities law. Megan joined RBC Wealth Management in February 2013.
Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.
Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the British Columbia Bar in 2004.
Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.
Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner.
Thomas Seah, CLU, BA (Econ)
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.
Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.
Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.
Arthur Y. Wang, MAcc, CPA, CA, CFP, CLU, CHS
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Prior to joining RBC, Arthur spent time with a Big 4 accounting firm and a leading Canadian life insurer. A dramatic personal experience led him to rethink his career choice as a Chartered Accountant and he decided to dedicate himself to protecting, preserving, and creating wealth through appropriately implemented estate planning solutions.
As a former auditor of publicly traded insurance companies, Arthur brings his unique understanding of the insurance industry to his clients.
Arthur is fluent in English and Mandarin, and has in-depth understanding of both western and eastern history & culture. This allows him to communicate to his clients in their preferred language while being mindful of their cultural nuances.
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.
Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.
Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.
As a Premier Banking Advisor, Jorge Avalos Romo provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across the Etobicoke, Mississauga and Brampton regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 10 years of experience in financial services with RBC, Jorge is respected by his clients and industry peers, and has received numerous awards and recognition.
Jorge is committed to giving back to his community and has volunteered for various organizations such as: Toronto Youth Development, PARC Edmond Place and Ernestine's Women's Shelter.
Born in Guadalajara, Mexico, he moved to Canada in 2008. Jorge holds a Bachelor of Business Administration from the University of Michoacan San Nicolas de Hildalgo.
He currently resides in the Toronto with his wife and four children and when he isn't hard at work for his clients, you'll find him spending time with his family and enjoying his pastime sport of swimming.
As a Premier Advisor with RBC Wealth Management, Michelle Pelaia works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their day-to-day banking needs.
Michelle offers an extensive background in client relationship to her role as a Premier Banker. She draws on 20 years of experience within RBC, consisting of her wide range of Retail Banking experience. A graduate of University of Toronto specializing in/with a Bachelor of Arts, Michelle Pelaia has continued to deepen her knowledge and expertise with key industry designations. She has been recognized as a RBC Cruise Winner and has been a Top Performer with RBC for the past 20 years.
Clients appreciate Michelle's extensive experience as a banking and advisory professional, and her commitment to efficiently meeting their needs and simplifying their financial affairs. As needed, she can also work with your Investment Advisor and Counsellor to integrate your banking and credit solutions with your investment and wealth management solutions.
Away from the office, Michelle is quite busy at home with her two boys. In her spare time she spends her time at the hockey arena, soccer and baseball fields.